• David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA

  • 2025/04/14
  • 再生時間： 47 分
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David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA

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  • Explore the rising threat of national debt, future tax hikes, and how Americans can prepare.

    The Concierge CPA
    With Jackie Meyer
    For CPA Trendlines

    The U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

    • More Jackie Meyer

    Spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. "After World War II, with debt at 120% of GDP, top tax rates soared to 94%," Spence explains. "Today, we’re at 130% of GDP, and we’re already paying massive interest on our debt—more than we spend on defense."

    Given these realities, Spence argues it’s critical for Americans to shift their focus toward tax-free income sources. Strategies such as Roth IRAs, Health Savings Accounts (HSAs), and Life Insurance Retirement Plans (LIRPs) could become lifelines in a future where traditional retirement accounts might be heavily taxed.
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あらすじ・解説

Explore the rising threat of national debt, future tax hikes, and how Americans can prepare.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

The U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

  • More Jackie Meyer

Spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. "After World War II, with debt at 120% of GDP, top tax rates soared to 94%," Spence explains. "Today, we’re at 130% of GDP, and we’re already paying massive interest on our debt—more than we spend on defense."

Given these realities, Spence argues it’s critical for Americans to shift their focus toward tax-free income sources. Strategies such as Roth IRAs, Health Savings Accounts (HSAs), and Life Insurance Retirement Plans (LIRPs) could become lifelines in a future where traditional retirement accounts might be heavily taxed.
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